ComplyFlow's Global Documents feature streamlines document management by allowing contractors to use a single document across multiple client accounts, eliminating the need for repetitive uploads. Security and confidentiality are paramount; a Global Document is shared with a new client only if the contractor is assigned by an admin and there is a specific request from that client.

These documents are universally accepted by clients, ensuring efficiency and consistency. The status of the document (e.g. approved, expired or pending) is the same for all clients the global document is shared with.

Managed and approved exclusively by ComplyFlow staff and designated Global Approvers, this feature ensures a high standard of quality and compliance. It's not just a time-saver; it's a secure, efficient way to handle essential documents in a multi-client environment. Applies to both Company Document (Insurances) and Worker Documents (Qualifications)